Financial Planning Tips to Round Out 2021 - August 2021

Fisher Investments - Market Insights

In this episode, we examine some important financial planning tips to consider in the second half of 2021. Host Mike Hanson (Senior Vice President of Research) interviews Hailey Bill (Associate Vice President of Financial Planning) about the impact of recent legislation on families’ financial planning. Mike and Hailey also discuss why investors might consider a Roth IRA conversion in the remaining months of 2021, as well as charitable gifting strategies that could save your family money in the long run. Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics, along with important deadlines for financial planning. And if you have questions about capital markets, investing or personal finance, email us at [e-mail]. We may use them in an upcoming episode.